Christopher Zingaro

Understand Your Clients So You Can Keep Them

By Christopher Zingaro 2/19/2020

Face it, success in financial services is built through fostering relationships. The transactional advisor has gone the way of dial-up internet—still out there and still working, but clearly there are better ways to get the job done. The WOW 2.0 Firestarters General Session at the recent 2020... READ MORE

Expand Your Client Base to Include Young Investors

By Christopher Zingaro 4/22/2019

If you are anything like me, when someone mentions Millennials, your thoughts range from a snicker to cringe, thinking that the fate of the free world will lie in their hands. I mean, there is no way that they are as competent or capable as the Baby Boomers or even Gen-xers, right? However, my... READ MORE

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Christopher Zingaro

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